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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,886 | $88,996+58.3% | $78,004+80.6% | $138,895+1.4% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.4%-36.1pp | 79.9%-46.6pp |
| Annual return | 15.82% | 28.03%-12.2pp | 31.07%-15.2pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,157 | $2,917-60.3% | $2,469-53.1% | $4,194-72.4% |
| Participant deferral / active EE | $2,306 | $4,724-51.2% | $4,092-43.6% | $6,396-63.9% |
| Admin fee / account holder | $1,148 | $8,807-87.0% | $7,578-84.9% | $12,562-90.9% |